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WaFd
WAFD

Overview Fund Activity

210 hedge funds and large institutions have $1.7B invested in WaFd in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 34 closing their positions.

Holders
210
Holders Change
-16
Holders Change %
-7.08%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
72
Reduced
80
Closed
34
Calls
$251K
Puts
$56K
Net Calls
+$195K
Net Calls Change
-$1.57M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$98.9M
2
Northern Trust
2
Northern Trust
Illinois
$45.7M
3
WHG
3
Westwood Holdings Group
Texas
$42.2M
4
ProShare Advisors
4
ProShare Advisors
Maryland
$7.55M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$33.7M

Top Sellers

1
Robeco Institutional Asset Management
1
Robeco Institutional Asset Management
Netherlands
$28.6M
2
BlackRock
2
BlackRock
New York
$249M
3
Victory Capital Management
3
Victory Capital Management
Texas
$15.8M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Boston Partners
5
Boston Partners
Massachusetts
$16.7M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
226
Raymond James Financial Services Advisors
Florida
– – -7,949 Closed
CGH
227
Crossmark Global Holdings
Texas
– – -7,920 Closed
AA
228
ALPS Advisors
Colorado
– – -7,774 Closed
Lazard Asset Management
229
Lazard Asset Management
New York
– – -2,167 Closed
NICM
230
Neo Ivy Capital Management
New York
– – -1,320 Closed
PO
231
Private Ocean
California
– – -200 Closed
ST
232
Smithfield Trust
Pennsylvania
– – -180 Closed
LWA
233
Lenox Wealth Advisors
New York
– – -102 Closed
ASN
234
Advisory Services Network
Georgia
– – -87 Closed
EI
235
Ellevest Inc
New York
– – -83 Closed
HGWM
236
Harvest Group Wealth Management
Massachusetts
– – -44 Closed
BCA
237
Berman Capital Advisors
Georgia
$0 18 -39 -68%
CAW
238
Cornerstone Advisors (Washington)
Washington
– – -31 Closed
AT
239
Arden Trust
Delaware
– – -16 Closed
SF
240
Synovus Financial
Georgia
– – -14 Closed
PRC
241
Pearl River Capital
Michigan
– – -1 Closed
PFGIA
242
Patriot Financial Group Insurance Agency
Massachusetts
$0 4 – –
CFGS
243
Concourse Financial Group Securities
Alabama
– – – –
PI
244
PEAK6 Investments
Illinois
– – – –
MAM
245
Meeder Asset Management
Ohio
$0 15 +15 New
OPS
246
Orion Portfolio Solutions
Nebraska
$0 15 +15 New
6 7 8 9
10